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Hamilton Lane
HLNE

387 hedge funds and large institutions have $5.63B invested in Hamilton Lane in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 142 increasing their positions, 126 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

13% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 126

1% more funds holding

Funds holding: 382 → 387 (+5)

0% less capital invested

Capital invested by funds: $5.65B → $5.63B (-$20.8M)

1.05% less ownership

Funds ownership: 96.34% → 95.28% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $389K

Holders
387
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
4.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
83
Increased
142
Reduced
126
Closed
70
Calls
–
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$1.36M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$81.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$51.4M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$45.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$38.3M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$37.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$130M
2
Invesco
Invesco
Georgia
-$126M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$99.2M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.2M
5
Macquarie Group
Macquarie Group
Australia
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
276
US Bancorp
Minnesota
$252K +$46.5K +370 +25%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$248K +$232K +1,848 New
RS
278
R Squared
Hong Kong
$236K +$29.4K +234 +15%
CIA
279
Concurrent Investment Advisors
Florida
$235K +$221K +1,754 New
ATC
280
Argent Trust Co
Tennessee
$235K – – –
AIM
281
Aigen Investment Management
New York
$230K +$215K +1,711 New
JF
282
Jump Financial
Illinois
$228K +$26K +207 +14%
SI
283
Stephens Inc
Arkansas
$227K +$213K +1,690 New
OIA
284
OneDigital Investment Advisors
Kansas
$227K +$212K +1,687 New
RFC
285
Regions Financial Corp
Alabama
$225K +$210K +1,672 New
MFG
286
Merit Financial Group
Georgia
$224K -$22K -175 -10%
HKIMG
287
Hutchens & Kramer Investment Management Group
Indiana
$223K +$209K +1,661 New
ProShare Advisors
288
ProShare Advisors
Maryland
$220K -$10.1K -80 -5%
CL
289
Choreo LLC
Illinois
$217K +$201K +1,595 New
AssetMark Inc
290
AssetMark Inc
California
$185K +$87.8K +698 +103%
LSA
291
Leonteq Securities AG
Switzerland
$176K -$97K -771 -37%
FFA
292
Farther Finance Advisors
California
$163K +$132K +1,048 +628%
ICM
293
Islay Capital Management
Texas
$161K – – –
KAS
294
Kestra Advisory Services
Texas
$161K +$151K +1,199 New
KBC Group
295
KBC Group
Belgium
$158K – – –
IAIM
296
International Assets Investment Management
Florida
$156K +$146K +1,161 New
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$145K +$119K +945 +685%
VI
298
Vestcor Inc
New Brunswick, Canada
$140K – – –
SO
299
STRS Ohio
Ohio
$130K +$1.76K +14 +1%
HIA
300
Harbor Investment Advisory
Maryland
$130K – – –
10 11
12
13 14

HLNE Hedge Fund Activity: Q4 2025 in Review

387 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q4 2025, worth a combined $5.63B — down 0.37% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HLNE positions and 70 closed out — a net gain of 13 holders — while 142 added to existing stakes and 126 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $81.6M. The largest seller was Millennium Management, cutting an estimated $130M.

  • 387 institutional investors held Hamilton Lane (HLNE) as of Q4 2025, up from 382 in Q3 2025.
  • Funds reported $5.63B of Hamilton Lane stock for Q4 2025, down 0.37% quarter-over-quarter.
  • 83 funds opened new Hamilton Lane positions in Q4 2025 and 70 closed out, a net change of +13 holders.
  • The largest Hamilton Lane buyer in Q4 2025 was Principal Financial Group, an estimated $81.6M added.
  • The largest Hamilton Lane seller in Q4 2025 was Millennium Management, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2025.